To save the backup of your Reckon desktop file, please follow the following steps.
From here, you can load through our website for conversion.
(Since you are already on the hosted platform, only the Local backup option is enabled.This is 'local' with respect to the hosted platform.)
Follow these steps to save your backup to your computer.
You have successfully created a backup file and transferred it onto your local machine. Once done click on “Open Downloads folder” to navigate to the backup file.
From here, you can load through our website for conversion.
3 or 4 Steps to Cleanup
Rebuild Data: File > Utilities > Rebuild Data (Takes 1 to 15 minutes ). In options, do not do verify at this stage. Save the file as a new file name. Eg CompanyName_Purged.QBB
Verify Data : File > Utilities > Verify Data (Takes 5 to 15 minutes time).
Initiate “Clean up company data” Process: File > Utilities > Clean up company data (2 minutes). Make sure you change the date of cleanup to be 30/06/2014. Preferences >Accounting> Company > Set closing Date >30/06/2104 > OK (NB: do not set the closing date after the date you want data from.)
Normally: The file can then be uploaded for conversion.
File > Save Copy or Backup... > Portable company file (save this to Backups). (1 minute).
The file can be then uploaded for conversion
Open your file. Reckon may ask about credit cards and to do things - No / Later
Clean up the file by purging transactions prior to 30/6/2014. File > Utilities > Clean up company data
Remove all transactions prior to 30/06/2014
Uncheck "Remove uncleared (unreconciled) bank and credit card transactions."
Remove the ''done' to do' notes. You may also wish to check the box for the unused accounts.
Select Begin Cleanup
Put the backup into a subfolder. Select OK
At this stage also go through the complete verification.
Click Save.
If you receive this error, some additional account fixing may be required. See the steps below.
To check, you can open that QBM file and it will ask you do save the working copy. File > Open or restore company > Restore a portable file
Reckon then asks where to save the working copy. Save in a directory and call it something to know it is the file restored from the qbm file. This is the file to upload. (or you could just upload the qbm). Be sure to remove any passwords.
If you have a Reckon Accountant file, we need the file to be saved from a business version of Reckon (Pro / Premier / Enterprise). To do this, please follow these steps: